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Research & Reports

Soleares Research, LLC is a market research and consulting firm servicing the annuity and life insurance businesses. We provide, through our website, periodic articles that cover important industry trends; we also offer clients phone or on-site consultations, executive briefings and presentations. We pride ourselves on first-class customer service and responsiveness to our clients. We aim to be an indispensable resource to the marketplace.
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Reviewing Variable Insurance Fund Filings from September and October, 2019

In this commentary we’ll get caught up with two months’ worth of noteworthy variable insurance fund filing activity. During that time there were quite a few interesting developments, and new registrations...

Update: Summaries of New VA Guaranteed Lifetime Withdrawal Benefits Filed With the SEC in 2019

This table updates our coverage of new variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) filed with the SEC so far this year and contains summaries of 24 riders (inclusive of New York versions)…

An Update on New VA Lifetime Withdrawal Benefits Filed in 2019

In this report we’ll provide an update on new variable annuity guaranteed lifetime withdrawal benefits (GLWBs) filed with the SEC this year, as we’ve seen a few come through recently – some on new contracts...

Update: Summaries of New VA Contracts Filed With the SEC in 2019

This table updates our coverage of new variable annuity contracts filed with the SEC in 2019 and contains summaries of 26 new products…

Another Update – on New Variable and Structured Annuity Filings

Last month we saw a “bumper crop” of new registrations submitted to the SEC, a group that included multiple variable annuities and a new structured product. We’ll discuss them in this commentary...

Update: Variable Insurance Volatility-Managed Portfolios

This spreadsheet contains our coverage of variable insurance volatility-managed portfolios for second quarter 2019. By our count, at the end of the quarter there were 210 such portfolios in operation, containing over $278 billion in...

An Update on Managed-Volatility Portfolios With Data Through 2Q19

In this report we’ll get caught up with our coverage of variable insurance managed-volatility portfolios, as we have just finished compiling data through the first half of this year…

Reviewing Variable Insurance Fund Filings from August, 2019

During the month of August, we didn’t see a great deal of variable fund filing activity. One new registration came through, but the most prevalent occurrences were changes to sub-advisors, portfolio fees and expenses...

On Recent Rate Sheet Updates and Other Variable Annuity Product News

Since interest rates have been dropping of late, variable annuity carriers have started adjusting their guaranteed living benefit (GLB) rider elements via rate sheet, and in this report, we’ll cover some of those moves and...